JVAL vs IWD

AJVAL

BIWD

Measures won2–3IWD wins · of 6 · 5Y

$10,000 · 5Y$17,585VTV · JVAL $17,252

Lowest cost0.03%VTV · $3 on $10k

Most income1.87%VTV · $187 on $10k

Smallest drop−6.4%VTV · worst fall in 1Y

Held in common33.6%JVAL and IWD

JVAL

IWD

JPMorgan U.S. Value Factor ETF · $1.0BiShares Russell 1000 Value ETF · $82.9B

+21.9%3 years · per year$18,124 · $18,455+22.7%

+11.5%5 years · per year$17,252 · $17,201+11.5%

0.12%Expense ratio$12 · $18 on $10k · lower wins0.18%

1.64%12-mo yield$164 · $137 on $10k1.37%

−8.5%Worst dropSmaller wins−6.8%

14.6%VolatilityLower wins11.6%

2–3IWD wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsJVAL · IWD

2.3%AAPL6.0%

2.3%MSFT5.3%

1.7%JNJ1.7%

1.0%MRK1.0%

Held in common33.6%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AJVAL	JPMorgan U.S. Value Factor ETFRead Desk	0.12%	1.64%	−0.1%	+17.4%	+21.0%	+21.9%	+11.5%	−8.5%	$1.0B
3	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	VTV	Vanguard Morningstar Value ETFRead Desk	0.03%	1.87%	−0.4%	+18.5%	+22.9%	+20.9%	+12.0%	−6.4%	$184.2B
2	AJVAL	JPMorgan U.S. Value Factor ETFRead Desk	0.12%	1.64%	−0.1%	+17.4%	+21.0%	+21.9%	+11.5%	−8.5%	$1.0B
3	BIWD	iShares Russell 1000 Value ETFRead Desk	0.18%	1.37%	−0.4%	+23.7%	+28.0%	+22.7%	+11.5%	−6.8%	$82.9B

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

JVAL vs IWD

JVAL

JPMorgan U.S. Value Factor

$17,252

IWD

iShares Russell 1000 Value

$17,201

MeasureJVALIWD

Fee0.12%0.18%

Cost on $10k a year$12$18

Yield1.64%1.37%

5 years, per year+11.5%+11.5%

3 years, per year+21.9%+22.7%

Worst drop · 1Y−8.5%−6.8%

Volatility · 1Y14.6%11.6%

3–2measures won
IWD first

33.6%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

VTV vs SCHV

YTD

VanguardVTV

+18.5%

SCHVSchwab

+16.2%

+18.5%Year to date+16.2%

1.9%Yield1.8%

$184BAssets$15.4B

2–0VTV wins

End-of-day Nov 6, 2026

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 6, 2026

Overlap: JVAL, IWD, VTV

Today

63.2%most shared, IWD and VTV

JVALIWDVTV

JVAL—33.6%31.0%

IWD33.6%—63.2%

VTV31.0%63.2%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$184most kept, VTV

VTV$187 − $3 = $184

JVAL$164 − $12 = $152

IWD$137 − $18 = $119

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee